Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,127 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $167 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
560
shares
|
$71,601
0.01% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
559
shares
|
$71,473
0.01% of portfolio
|
Q3 2023
Added 16.46%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
545
shares
|
$69,683
0.05% of portfolio
|
Q3 2024
Added 12.6%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
519
shares
|
$66,359
0.02% of portfolio
|
Q3 2020
Reduced 23.45%
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
510
shares
|
$65,208
0.02% of portfolio
|
Q4 2023
Added 53.15%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$63,930
0.03% of portfolio
|
Q2 2022
Reduced 38.04%
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
500
shares
|
$63,930
0.0% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
496
shares
|
$63,418
0.03% of portfolio
|
Q2 2024
Added 24.0%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
488
shares
|
$62,395
0.01% of portfolio
|
Q2 2022
Added 0.98%
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
485
shares
|
$62,012
0.02% of portfolio
|
Q2 2024
New holding
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
482
shares
|
$61,628
0.02% of portfolio
|
Q4 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
470
shares
|
$60,094
0.01% of portfolio
|
Q3 2024
Reduced 87.0%
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
470
shares
|
$60,094
0.04% of portfolio
|
Q1 2024
New holding
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
466
shares
|
$59,582
0.01% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
458
shares
|
$58,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
447
shares
|
$57,153
0.01% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
434
shares
|
$55,491
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
423
shares
|
$54,084
0.01% of portfolio
|
Q3 2024
Added 22.61%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
419
shares
|
$53,573
0.06% of portfolio
|
Q1 2024
New holding
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
414
shares
|
$52,934
0.01% of portfolio
|
Q3 2022
Added 3.5%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
411
shares
|
$52,550
0.01% of portfolio
|
Q3 2022
Added 37.0%
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
403
shares
|
$51,527
0.02% of portfolio
|
Q2 2024
Added 21.39%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
393
shares
|
$50,248
0.01% of portfolio
|
Q3 2024
Added 385.19%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
391
shares
|
$49,993
0.01% of portfolio
|
Q1 2023
Added 0.77%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
369
shares
|
$47,180
0.01% of portfolio
|
Q3 2024
Reduced 11.93%
|